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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,139 | $58,848+136.4% | $88,179+57.8% | $82,637+68.4% |
| Participation rate | 55.6% | 57.9%-2.3pp | 69.1%-13.6pp | 68.1%-12.5pp |
| Annual return | 13.78% | 22.76%-9.0pp | 64.97%-51.2pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,568 | $1,678-6.6% | $2,549-38.5% | $2,552-38.6% |
| Participant deferral / active EE | $7,381 | $3,124+136.3% | $4,614+60.0% | $4,126+78.9% |
| Admin fee / account holder | $23,734 | $4,795+394.9% | $7,673+209.3% | $7,339+223.4% |